One way to protect the portfolio from rising inflation is to take a position in commodities. The bear market in commodities is over after the recent sharp rise. The correlation between commodities and inflation is high (76 percent), especially between energy and inflation. This, of course, is also because the…

Four more years

Yesterday it was announced that Jerome Powell will be appointed for a second four-year term as governor of the Federal Reserve. Not an insignificant event since central bankers have played a very prominent role in the economy and the stock markets since the credit crisis. And the…

Robert J. Teuwissen

Financial Services Entrepreneur

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